Unclaimed Profile

Robert Alan Walter

TRU INDEPENDENCE ASSET MANAGEMENT 2·PORTLAND, Oregon

SIE, Series 4, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 66, Series 79TO, Series 99TOClean record19 years registeredTRU INDEPENDENCE ASSET MANAGEMENT 2

15350 SW SEQUOIA PARKWAY,, PORTLAND, OR 97224CRD# 2507287Firm CRD# 309098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Alan Walter · PORTLAND, OR

Registration

CRD #2507287 · TRU INDEPENDENCE ASSET MANAGEMENT 2 · 19 years registered

Brand Profile

Not yet started

Career History

SANCTUARY ADVISORS, LLC

Oct 2018 – present

NOYES ADVISORS LLC

Sep 2018 – Sep 2018

LAKE FOREST, IL

WORLD EQUITY GROUP, INC.

Apr 2009 – Oct 2018

ARLINGTON HEIGHTS, IL

REGAL ADVISORY SERVICES, INC.

Nov 2006 – Oct 2007

GLENVIEW, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · November 20, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2

CRD 309098 · SEC 801-118810

AUM

$117M

Regulatory assets under management

Employees

59 client accounts

Services offered by TRU INDEPENDENCE ASSET MANAGEMENT 2

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRU INDEPENDENCE ASSET MANAGEMENT 2 →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Alan Walter offer?

Robert Alan Walter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Robert Alan Walter's credentials?

Robert Alan Walter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Alan Walter located?

Robert Alan Walter is based in PORTLAND, Oregon, working with TRU INDEPENDENCE ASSET MANAGEMENT 2. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Robert Alan Walter charge for services?

Robert Alan Walter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRU INDEPENDENCE ASSET MANAGEMENT 2?

TRU INDEPENDENCE ASSET MANAGEMENT 2 has approximately 36 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →